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Integrate Invofox with your AI CRM

Invofox extracts structured data and OCR text from invoices and other business documents and supports document-processing workflows.

Explore Triggers and Actions

Create Company

Create a managed company collection used to organize document processing.

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Delete Company

Permanently delete one managed company by ID. This destructive operation cannot be undone.

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Get Document

Get one processed document with extracted fields, confidence, processing metadata, and signed source or image URLs.

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Get Document Text

Return plain OCR text for each page of a processed document.

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Get Import

Get an asynchronous import's status, document count, and file processing records after documents were queued.

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List Companies

Find managed companies by country, tax ID, or name using bounded offset pagination.

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List Documents

Find processed documents using extraction-field filters, sorting, field selection, and bounded offset pagination.

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Process Documents by URL

Queue one or more documents from public HTTPS URLs for asynchronous extraction. Returns the import and file IDs needed to track processing.

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Set Document State

Move a document to pending correction, approved, discarded, or exported. Approval, discard, and export may trigger irreversible downstream workflows.

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Update Document

Correct extracted document fields, update client metadata, or do both for an existing processed document.

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How the Invofox integration works

The Invofox integration connects your Dench AI CRM directly to Invofox, so agents can read and act on your Invofox data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

10 actions are available for agents to invoke on your behalf. Every call runs through Invofox's own authorization, scoped to the account you connect.

Set up Invofox in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Invofox and click Connect — you'll authorize access through Invofox's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Invofox in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Invofox integration work with Dench?

The Dench Invofox integration connects your AI CRM to Invofox, so AI agents can work with your Invofox data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Invofox via Dench?

The Invofox integration currently exposes 10 actions, including Create Company, Delete Company, Get Document, Get Document Text, Get Import, and List Companies. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Invofox to Dench?

No. You connect Invofox from your Dench workspace using Invofox's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Invofox integration secure?

Connections are authorized through Invofox's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Invofox connection from your workspace settings at any time.

Invofox | Dench AI CRM